Visualize learner insights faster with Agentforce for Education. Streamline processes and assist advisors with comprehensive student summaries, case creation, and more.
Overview:
Boost advisor productivity with a pre-built Agentforce skill for student advising. Generate comprehensive student summaries of key advising details. Obtain campus policy-based insights and identify best-fit resources to deliver proactive student support. And automate next steps like task or case creation.
Actions Invoked:
Query Knowledge Base, Recommend Campus Resources, Locate Student Case, Generate Student Advising Summary, Create Task, Create Case
Data Sources:
CRM Data, CRM Record
Industry Data Objects:
Account, Action Plan Templates, Care Plan Templates, Case, Ongoing Student Interaction Data, Support Program
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Disclaimer: Salesforce pre-built Agentforce capabilities are constantly being enhanced based on customer feedback and may not reflect actual product details. Solutions may not be currently available, delivered on time or at all. Customers should make purchase decisions based upon solutions that are currently available.
